Courtesy copies

You can add people to the courtesy copies list of a specification set or spec section. They have access but aren't required to take any action on it.

To view the courtesy copies

Open the specification set or spec section.
In the Information panel, expand the Courtesy Copies section.

Adding courtesy copies

In the Information panel of the specification set or spec section, you can add courtesy copies.

To copy the contact details

In the Add Courtesy Copy dialog, hover over the profile picture or initials.
In the contact popover, select the contact information that you want to copy.

The contact information is copied to your clipboard.

To add a courtesy copy

In the Courtesy Copies section of the panel, select Add.
Open the list of users or contacts.

To open the list of ProjectSight users, select Users.
To open the list of company and project contacts, select Contacts.

Tip

To view all the contacts, including those from other projects, select the Include account contacts checkbox.

Select the checkbox for one or more names.

If you select the checkboxes for some names or distribution lists, and then enter a search term, those checkboxes remain selected even if they're not visible in the filtered list.

To invite a member, select Invite member.

This option is available if you have permission to invite members.

In the Email field, enter or select the email address.

If you select an existing email address, the contact's name, company and default security role are entered automatically.

From the Security role list, select a security role to make the new team member a ProjectSight user.

—Or—

Select None (contacts only) to make the new team member a project contact.

In the First name and Last name fields, enter the name.
In the Company field, select the company.

—Or—

Enter a new company name, and then select Add.

Select Save.

—Or—

Select Save & add another to invite another team member.

Select Done.

Editing courtesy copies

To reorder the courtesy copies

In the Courtesy Copies section of the panel, select the side of a contact card, and drag it to a different position.

Deleting courtesy copies

To delete a courtesy copy

On the contact card, select (More) > Remove.

This person will no longer receive notifications.

ProjectSight Mobile

Courtesy copies